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Your sales pipeline is the backbone of your lead management process in Prezence AI. It provides a visual representation of where each lead stands in their journey with you. While Prezence AI comes with a set of default stages, you can—and should—customize them to perfectly match your sales workflow.

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Understanding the Pipeline

The pipeline on your Leads Dashboard is a Kanban-style board where each column is a stage. Leads move from left to right as they progress from a new prospect to a happy customer.

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Moving Leads Between Stages

Moving a lead is as simple as clicking and dragging.
  1. Click and hold the lead card you want to move.
  2. Drag it to the desired stage column.
  3. Release the mouse button to drop it in place.
This action instantly updates the lead’s status, keeping your pipeline organized and up-to-date.

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Customizing Your Pipeline Stages

To tailor the pipeline to your needs, you can add, edit, reorder, or delete stages.
  1. Navigate to Settings: Go to Settings > Pipeline Stages Manager.
  2. Here you’ll see a list of your current pipeline stages.

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Adding a New Stage

  • Click the “Add New Stage” button.
  • Give your new stage a name (e.g., “Follow-Up Sent”, “Demo Booked”).
  • Click “Save”.

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Editing a Stage

  • Click the edit icon next to the stage you want to change.
  • Rename the stage and click “Save”.

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Reordering Stages

  • Click and drag the handle next to a stage’s name.
  • Move it up or down in the list to change its position in the pipeline.
  • The order is saved automatically.

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Deleting a Stage

  • Click the delete icon next to the stage you want to remove.
  • Be careful! If you delete a stage that contains leads, you will be prompted to move those leads to another stage before the deletion can be completed.

Best Practice: Keep it Simple

A good pipeline is a simple pipeline. Aim for 5-7 core stages that clearly define a significant step in your sales process. Too many stages can make your pipeline difficult to manage.
Once your pipeline is customized, the next step is to understand how to prioritize your leads with Lead Scoring.

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Video Tutorial: Setting Up Pipeline Stages and Labels

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Key Points from the Video

  1. Pipeline Stages vs. Labels:
    • Pipeline stages track where leads are in your sales process (e.g., new lead, meeting booked, closed, lost)
    • Labels help segment your leads in unlimited ways (e.g., by position, company type, product interest)
  2. Customizing Pipeline Stages:
    • Navigate to Settings > Pipeline Stages
    • Create custom stages that match your specific sales workflow
    • Use these to track progression through your sales funnel
  3. Creating and Using Labels:
    • Create as many labels as needed for your segmentation strategy
    • Customize label colors for better visual organization
    • Use labels alongside pipeline stages for granular lead management
  4. Future Features:
    • Custom views combining pipeline stages and labels
    • More detailed filtering and segmentation options